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On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek, performed better than expected at a lower development cost. Click to read...
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Tesla, BMW challenge EU tariffs on China-made EVs. EV success: Norway on track to be first country to go fully electric. Smithfield Foods prices IPO at $20 per share...
Continue ReadingArista Networks, citing increased AI capex from top clients like Microsoft and Meta Platforms, upgrading PT to $139. Read why I reiterate my Buy on Arista Networks...
Continue ReadingXEQT:CA offers broad exposure, including significant investments in US and international developed markets. See why the Fund is a Sell...
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Nasdaq100 could be set for its largest one-day fall since 2022 if the DeepSeek correction extends much further. We look at FX and Treasury yield implications should these falls be sustained...
Continue ReadingAmerican Century U.S. Quality Growth ETF holds a portfolio of 199 stocks divided into pure growth and stable growth subsets. See why QGRO is a Hold...
Continue ReadingBlue Tower Asset Management's Global Value strategy returned 4.95% in Q4 (5.23% gross) and 22.27% net for 2024 (23.53% gross). Click here to read the full fund letter...
Continue Reading$2.5 trillion in stock market wealth evaporated as big tech billionaires lost $108 billion in one day. Read more to see my thoughts...
Continue ReadingDeepSeekâs rapid ascent has elicited seismic reactions from Silicon Valley to Wall Street, challenging long-held assumptions about global tech dominance and innovation. Read more here.....
Continue ReadingApple has become a Peter Lynch "Slow-Grower" with minimal recent growth and failed new product attempts. Read why I remain bearish on AAPL stock...
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